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Original filing (PDF)20251014151028NAL0001561475001
WORKTANGO, INC.
Form 5500
FILING_RECEIVED
KAZOO 401(K) PLAN
401(k) retirement plan
Active participants
56
Accounts w/ balance
161
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORKTANGO, INC..
Plan sponsor
Name
WORKTANGO, INC.
EIN
46-3734515
Address
11801 DOMAIN BLVD, 3RD FLOOR · AUSTIN, TX · 78758
Phone
(512) 808-8252
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MAXWELL LOCKE & RITTER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT CONS. | — | SAN DIEGO, CA | NONE | $20K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
26 direct securities· $5.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO RealPath Blend 2055 Instl PIMCO 0 | — | — | — | $1.4M | 24.5% | |
| PIMCO RealPath Blend 2050 Instl PIMCO 0 | — | — | — | $1.1M | 20.6% | |
| PIMCO RealPath Blend 2060 Instl PIMCO 0 | — | — | — | $599K | 10.7% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $476K | 8.5% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $365K | 6.6% | |
| PIMCO RealPath Blend 2045 Instl PIMCO 0 | — | — | — | $322K | 5.8% | |
| PIMCO RealPath Blend 2035 Instl PIMCO 0 | — | — | — | $270K | 4.8% | |
| PIMCO RealPath Blend 2040 Instl PIMCO 0 | — | — | — | $150K | 2.7% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $116K | 2.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $94K | 1.7% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $91K | 1.6% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $87K | 1.6% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $63K | 1.1% | |
| PIMCO RealPath Blend 2030 Instl PIMCO 0 | — | — | — | $63K | 1.1% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $58K | 1.0% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $51K | 0.9% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $51K | 0.9% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $48K | 0.9% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $48K | 0.9% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $38K | 0.7% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $29K | 0.5% | |
| Goldman Sachs Emerging Mkts Equity Inv Goldman Sachs 0 | — | — | — | $18K | 0.3% | |
| PIMCO RealPath Blend 2025 Instl PIMCO 0 | — | — | — | $12K | 0.2% | |
| Vanguard Wellesley Income Adm Vanguard 0 | — | — | — | $8K | 0.1% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $1K | <0.1% |